See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,635 | $90,410-98.2% | $91,001-98.2% | $77,958-97.9% |
| Participation rate | 5.1% | 86.4%-81.3pp | 75.6%-70.5pp | 71.6%-66.6pp |
| Annual return | 0.00% | 21.34%-21.3pp | 4.60%-4.6pp | 20.87%-20.9pp |
| Employer contribution / active EE | $0 | $3,392-100.0% | $2,456-100.0% | $2,310-100.0% |
| Participant deferral / active EE | $42 | $4,816-99.1% | $3,547-98.8% | $3,537-98.8% |
| Admin fee / account holder | $0 | $79-100.0% | $5,417-100.0% | $97-100.0% |